Fundz
Fundz
Benefits Intelligence/Broker Directory/New York

Afs Agency

Utica, NY

Afs Agency of Utica, NY is the broker of record on 23 Form 5500 Schedule A filings covering 8 employer benefit plans, with $758,384 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
23
States served
1
Reported commissions
$758,384
plan year 2025
Reported fees
$13,693

Quick answer

Afs Agency (Utica, NY) is the broker of record for 8 employer benefit plan sponsors on 23 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Afs Agency have?
Afs Agency is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors.
Who are Afs Agency's largest employer clients?
By plan participants, the largest include Utica University (619 participants), Resource Center For Independent Living, Inc. (540 participants) and Arise Child & Family Service, Inc. (312 participants).
How much does Afs Agency earn in commissions?
Insurers reported $758,384 in broker commissions and $13,693 in fees paid to Afs Agency for plan year 2025, per Schedule A Part 1.
Where is Afs Agency located?
Afs Agency is based in Utica, NY.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Afs Agency on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Utica UniversityNY6192025-12-31
Resource Center For Independent Living, Inc.NY5402025-12-31
Arise Child & Family Service, Inc.NY3122025-12-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.